Democrat · House CA47
Wikipedia biography ↗Years Elected: About 10.0Rank: #63
Federal elected service; earlier service not yet verified.
1.23%
Cumulative estimated return
SPY: 13.01%
Outperformance: -11.78 percentage points
2025-10-24 – 2026-10-26
51.51%
Cumulative estimated return
SPY: 85.52%
Outperformance: -34.01 percentage points
2023-10-26 – 2026-10-26
23.12%
Cumulative estimated return
SPY: 67.86%
Outperformance: -44.74 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 364 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2021. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| IBM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $257.81Oct 30, 2026 | Unavailable |
| DIS | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $187.78Oct 30, 2026 | Unavailable |
| COLD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ADSK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $249.61Oct 30, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $88.69Oct 30, 2026 | Unavailable |
| DECK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.99Oct 30, 2026 | Unavailable |
| FIS | Spouse | None | Unavailable | Unavailable | $38.55Oct 30, 2026 | Unavailable |
| GM | Spouse | None | Unavailable | Unavailable | $87.40Oct 30, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $329.20Oct 30, 2026 | Unavailable |
| ICE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $168.85Oct 30, 2026 | Unavailable |
| IFF | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $93.02Oct 30, 2026 | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $273.20Oct 30, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| KTOS | Spouse | None | Unavailable | Unavailable | $41.09Oct 30, 2026 | Unavailable |
| MA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| MDT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.54Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $83.71Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| SPGI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $466.55Oct 30, 2026 | Unavailable |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $229.17Oct 30, 2026 | Unavailable |
| SCI | Spouse | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RUN | Spouse | $1 - $1,000 | Unavailable | Unavailable | $7.48Oct 30, 2026 | Unavailable |
| BX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $118.51Oct 30, 2026 | Unavailable |
| TJX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $140.31Oct 30, 2026 | Unavailable |
| TMUS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $156.44Oct 30, 2026 | Unavailable |
| UBER | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $65.25Oct 30, 2026 | Unavailable |
| VRSK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $196.30Oct 30, 2026 | Unavailable |
| SPCE | Spouse | None | Unavailable | Unavailable | $2.58Oct 30, 2026 | Unavailable |
| WCN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.08Oct 30, 2026 | Unavailable |
| GOOG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AZN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADSK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $249.61Oct 30, 2026 | Unavailable |
| BLK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $118.51Oct 30, 2026 | Unavailable |
| BSX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $41.98Oct 30, 2026 | Unavailable |
| BIP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $88.69Oct 30, 2026 | Unavailable |
| DECK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $81.99Oct 30, 2026 | Unavailable |
| FIS | Joint | None | Unavailable | Unavailable | $38.55Oct 30, 2026 | Unavailable |
| HD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $329.20Oct 30, 2026 | Unavailable |
| IFF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $93.02Oct 30, 2026 | Unavailable |
| JBI | Joint | $1 - $1,000 | Unavailable | Unavailable | $4.64Oct 30, 2026 | Unavailable |
| JNJ | Joint | None | Unavailable | Unavailable | $273.20Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Autodesk, Inc. (ADSK) [ST] | joint | 28.45229204452505423379209787 | 7097.42 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Amazon.com, Inc. (AMZN) [ST] | joint | 47.98850747074383536172076033 | 11953.46 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ BlackRock, Inc. (BLK) [ST] | joint | 8.738367774913714011097033510 | 9853.91 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Crown Castle International Corp. (CCI) [ST] | joint | 38.32758455494874005940404331 | 3352.51 |
| Salesforce, Inc. (CRM) [ST] | joint | 23.28447512096704363533273025 | 5765.47 |
| DuPont de Nemours, Inc. (DD) [ST] | joint | 81.85096902439023749809978951 | 11152.19 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Deckers Outdoor Corporation (DECK) [ST] | joint | 131.0447435232452670990453314 | 10532.07 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Janus International Group, Inc. (JBI) [ST] | joint | 39.97603833865814696485623003 | 171.10 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | joint | 50.52415535206820334701610357 | 16877.09 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | joint | 77.33687771870468825519574674 | 7330.76 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Microsoft Corporation (MSFT) [ST] | joint | 23.78835632730732635585156993 | 12669.68 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ NextEra Energy, Inc. (NEE) [ST] | joint | 85.69515852613538988860325621 | 7030.43 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ NVIDIA Corporation (NVDA) [ST] | joint | 272.0240726258882730951004726 | 58757.20 |
| Sunrun Inc. (RuN) [ST] | joint | 251.5089594467148695378811694 | 1828.47 |
| S&P Global Inc. (SPGI) [ST] | joint | 41.60702439377682500869421904 | 18750.21 |
| T-Mobile US, Inc. (TMUS) [ST] | joint | 14.98631030945180800524111002 | 2201.94 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Uber Technologies, Inc. (UBER) [ST] | joint | 190.8061054137848795611733842 | 12618.01 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Verisk Analytics, Inc. (VRSK) [ST] | joint | 34.97792156691295413806671622 | 6862.32 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | joint | 58.71064797827841784692155280 | 10962.45 |
| Boeing Company (BA) [ST] | not_reported | 59.83024229733772061023033204 | 11266.63 |
| Neuberger Berman - Traditional IRA ⇒ Apple Inc. (AAPL) [ST] | spouse | 467.4269302247001182632201385 | 160752.80 |
| Adobe Inc. (ADBE) [ST] | spouse | 5.04455027874347160375129040 | 1304.62 |
| Autodesk, Inc. (ADSK) [ST] | spouse | 69.26739991108269015439277465 | 17278.75 |
| American Tower Corporation (AMT) [ST] | spouse | 105.9361471229655771297472915 | 19945.66 |
| Amazon.com, Inc. (AMZN) [ST] | spouse | 307.9773497915824542939251858 | 76714.08 |
| Boeing Company (BA) [ST] | spouse | 127.0551996728233704822603680 | 23925.76 |
| Neuberger Berman - Traditional IRA ⇒ BlackRock, Inc. (BLK) [ST] | spouse | 44.23631438682336493512167417 | 49883.52 |
| Neuberger Berman - Traditional IRA ⇒ Berkshire Hathaway Inc. (BRK.A) [ST] | spouse | 0.1192644070791248269972614035 | 98027.11 |
| Boston Scientific Corporation (BSX) [ST] | spouse | 372.6459371498600542765219253 | 16985.20 |
| Blackstone Inc. (BX) [ST] | spouse | 234.1223020043707245879318474 | 27874.60 |
| Neuberger Berman - Beneficiary IRA ⇒ Crown Castle International Corp. (CCI) [ST] | spouse | 38.32758455494874005940404331 | 3352.51 |
| Salesforce, Inc. (CRM) [ST] | spouse | 97.89036110921638922147444438 | 24238.63 |
| Cisco Systems, Inc. (CSCO) [ST] | spouse | 136.3500669619008135064667378 | 15031.23 |
| Individually Owned ⇒ Walt Disney Company (DIS) [ST] | spouse | 1129.837303893085415456130157 | 124734.04 |
| Ecolab Inc. (ECL) [ST] | spouse | 125.3579086835057027522628222 | 36214.65 |
| Alphabet Inc. - Class C Capital Stock (gOOg) [ST] | spouse | 341.1877470082562044407385660 | 107197.78 |
| JP Morgan Chase & Co. (JPM) [ST] | spouse | 321.2501235966769977034923343 | 107310.39 |
| LegalZoom.com, Inc. (LZ) [ST] | spouse | 62.7655161209996980762255322 | 443.12 |
| Neuberger Berman - Traditional IRA ⇒ Mastercard Incorporated (MA) [ST] | spouse | 112.7156851831236780585550484 | 69151.07 |
| Medtronic plc. Ordinary Shares (MDT) [ST] | spouse | 219.4356382952134066172505371 | 20800.30 |
| Neuberger Berman - Traditional IRA ⇒ Microsoft Corporation (MSFT) [ST] | spouse | 246.7917459562321598477640342 | 131441.28 |
| Neuberger Berman - Traditional IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | spouse | 433.8153384747215081405312768 | 35590.21 |
| NVIDIA Corporation (NVDA) [ST] | spouse | 1049.274499189177058481424397 | 226643.29 |
| Neuberger Berman - Traditional IRA ⇒ Sunrun Inc. (RUN) [ST] | spouse | 247.8425655976676384839650146 | 1801.82 |
| S&P global Inc. (SPgI) [ST] | spouse | 111.5001061608196830845962791 | 50247.52 |
| T-Mobile US, Inc. (TMUS) [ST] | spouse | 303.6579982762252682052849024 | 44616.47 |
| Uber Technologies, Inc. (UBER) [ST] | spouse | 593.2831528493993415734588144 | 39233.81 |
| Neuberger Berman - Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 27.21443635621470848357031091 | 11176.97 |
| Verisk Analytics, Inc. (VRSK) [ST] | spouse | 276.9606465082412761137121992 | 54336.91 |
| Neuberger Berman - Traditional IRA ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | spouse | 297.2114185073750642107580539 | 55495.32 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
79 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| HD — Home Depot, Inc. (HD) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Jan 21, 2022 | Sep 12, 2026 |
| Not reported — Sunrun Inc. (RuN) [ST] | Joint | Purchase | Jan 14, 2022 | Sep 12, 2026 |
| Not reported — Alphabet Inc. - Class C Capital Stock (gOOg) [ST] | Multiple owners | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Jan 14, 2022 | Sep 12, 2026 |
| JBI — Janus International group, Inc. (JBI) [ST] | Spouse | Purchase | Jan 7, 2022 | Sep 12, 2026 |
| TMUS — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 27, 2021 | Sep 14, 2026 |
| UBER — Neuberger Berman - Traditional IRA ⇒ Uber Technologies, Inc. (UBER) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 27, 2021 | Sep 14, 2026 |
| Not reported — uber Technologies, Inc. (uBER) [ST] | Spouse | Purchase | Dec 27, 2021 | Sep 12, 2026 |
| Not reported — T-Mobile uS, Inc. (TMuS) [ST] | Joint | Purchase | Dec 27, 2021 | Sep 12, 2026 |
| JBI — Neuberger Berman - Traditional IRA ⇒ Janus International Group, Inc. (JBI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2021 | Sep 14, 2026 |
| JBI — Janus International group, Inc. (JBI) [ST] | Spouse | Purchase | Dec 20, 2021 | Sep 12, 2026 |
| BKNG — Neuberger Berman - Beneficiary IRA ⇒ Booking Holdings Inc. (BKNG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2021 | Sep 14, 2026 |
| ADBE — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Adobe Inc. (ADBE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2021 | Sep 14, 2026 |
| BKNG — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Booking Holdings Inc. (BKNG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2021 | Sep 14, 2026 |
| ADBE — Neuberger Berman - Traditional IRA ⇒ Adobe Inc. (ADBE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2021 | Sep 14, 2026 |
| BKNG — Neuberger Berman - Traditional IRA ⇒ Booking Holdings Inc. (BKNG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2021 | Sep 14, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Dec 15, 2021 | Sep 12, 2026 |
| Not reported — Booking Holdings Inc. (BKNg) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 1 · Ptr | Dec 15, 2021 | Sep 12, 2026 |
| AZN — Neuberger Berman - Beneficiary IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 1, 2021 | Sep 14, 2026 |
| AZN — AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | Sale | Dec 1, 2021 | Sep 12, 2026 |
| LZ — Neuberger Berman - Traditional IRA ⇒ LegalZoom.com, Inc. (LZ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 11, 2021 | Sep 14, 2026 |
| LZ — LegalZoom.com, Inc. (LZ) [ST] | Spouse | Sale | Nov 11, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 156 · Annual Original ↗ · Row 157 · Annual | Nov 10, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Nov 10, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 9, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial) | Nov 9, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 8, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial) | Nov 8, 2021 | Sep 12, 2026 |
| DECK — Neuberger Berman - Traditional IRA ⇒ Deckers Outdoor Corporation (DECK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2021 | Sep 14, 2026 |
| DECK — Deckers Outdoor Corporation (DECK) [ST] | Spouse | Purchase | Nov 4, 2021 | Sep 12, 2026 |
285 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.